- What if two of your customers joined forces…and become one company?…Or you find two accounts in your Chart of Accounts…that represent the same thing.…In QuickBooks, you can merge two records into one.…It's easy once you know how.…I'm gonna use a Customer as an example.…On the Home page, click CUSTOMERS…to open up the Customer Center.…Well let's say that Flavorville…was bought out by Figori.…Before we merge these records,…let's take a look at the transactions…for these two customers.…

Flavorville is already selected…on the Customers & Jobs tab.…Over on the right side of the window,…on the Transactions tab,…there's one transaction for Flavorville.…It's an open Invoice, number 8.…Now, if I click Figori…on the Customers & Jobs tab,…there are four transactions for Figori,…two Invoices and two Payments.…Let's go ahead and merge Flavorville…into the Figori record.…To do that, right click Flavorville…on the Customers & Jobs tab.…

Then choose Edit Customer Job.…And here's where the trick is.…In the Edit Customer window,…simply type the name of the company…

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Author

Updated

1/8/2018

Released

4/15/2015

Ready to take your QuickBooks expertise to a new level? This course helps viewers become more productive with QuickBooks. Author Bonnie Biafore shows how to best work with QuickBooks lists, use display and search shortcuts to quickly find information, number transactions, and work with expense transactions, billable and non-billable time, invoices, and journal entries. The course wraps up with even more timesaving tips and tricks on selecting dates, recalling transactions, memorizing transactions, and more.

Topics include:

Adding, hiding, and sorting list entries

Changing fields in record windows

Finding info quickly

Numbering transactions

Adding logos to checks

Applying discounts and credits to bills

Invoicing cost overruns or fixed-price jobs

Receiving payments

Using journal entries

Saving time on common tasks

Skill Level Appropriate for all

2h 54m

Duration

178,158

Views

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Q: This course was updated on 12/08/2017. What changed?

A: The following topics were updated: using Find and Search, restarting transaction numbering, sorting bills, and tracking most recent year’s earnings and earlier retained earnings separately.